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FREE Monthly Financial seminars for seniors 10:30am – 12:00PM
October 5, 2016 Rules of the Road and Market Update: Teaches fundamental concepts of investing and potential strategies to help build wealth.
November 2, 2016 Time Matters - A Woman's Retirement Outlook Seminar and Market Update: A women focused seminar discussing retirement income, Social Security, withdrawal rates, preparing for the unexpected, inflation risks, and costs of health care and long-term care.
December 7, 2016 Stocks - The Nuts & Bolts and Market Update: Teaches basic information to help investors evaluate if stocks fit into their overall strategy. Discusses common versus preferred stock, dividends, investment strategy and different ways to own stock
January 4, 2017 Focused on Fixed Income and Market Update: Explains the basics of fixed income investments, the seven characteristics of, the advantages of laddering, and how fixed income may be part of your investment strategy.
February 1, 2017 What Happens After the Paychecks Stop? A Retirement Income Primer Seminar and Market Update - Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.
March 1, 2017 Preparing Your Estate Plan Seminar: Basic overview of estate planning -- account registration, beneficiary designation, will, trust, tax information, life insurance and TOD.
(410) 604-3801 Call to register
Kent island Senior Center 891 love point roa